DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CRAWFORD INVESTMENT COUNSEL INC

CRD 110271

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:020bc5e1-7530-275b-6bb1-e7b7cfab79ad

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 37
Dated events: 6
On other graphs: 0
Observed: Mar 28, 2012 to Mar 31, 2026
53 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.66 fund_share=0.06 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $9.1BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.1B
Private client RAUM: $6.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 66%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 22
RAUM per advisor: $415Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 54
Advisory employees: 27
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 4,050
Individual clients: 767
High net worth clients: 1,176
Custody, client assets: $1.4B
SEC number: 801-15563
CRD: 110271
Filings on the tape: 53
First filed: Mar 28, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, GA
Website: crawfordinvestmentfunds.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MILTON WELLS WILLIAMS	n/a	ATLANTA, GA	23	40	n/a	no
JOHN HANNON CRAWFORD	Chartered Financial Analyst	ATLANTA, GA	23	36	1	no
DAVID BENTLEY CRAWFORD	Chartered Financial Analyst	ATLANTA, GA	23	34	1	no
JOHN HANNON CRAWFORD	n/a	ATLANTA, GA	23	46	1	no
JONATHAN ROSS MORGAN	n/a	ATLANTA, GA	19	43	1	no
DEBRA ANN DISIMONE	n/a	ATLANTA, GA	19	28	n/a	no
GEOFFREY STEWART DELONG	Chartered Financial Analyst	ATLANTA, GA	15	34	n/a	no
THOMAS JOHN BUEHLER	Chartered Financial Analyst	ATLANTA, GA	15	25	n/a	no
JOHN TIMOTHY SNAVELY	Chartered Financial Analyst	ATLANTA, GA	13	24	1	no
RANDY WRIGHT PIRKLE	n/a	ATLANTA, GA	11	46	1	no
ALAN WILLARD KIRCHNER	n/a	PONTE VEDRA BEACH, FL \| ATLANTA, GA	11	22	1	no
MOLLY ESCOTT KITTRELL	Certified Financial Planner	ATLANTA, GA	11	25	n/a	no
Paul John Marshall	Chartered Financial Analyst	ATLANTA, GA	10	11	n/a	no
Robert Harrison Reece	n/a	ATLANTA, GA	9	10	n/a	no
Benjamin James Boyd	Chartered Financial Analyst	ATLANTA, GA	7	11	n/a	no
AARON RYAN FORESMAN	Chartered Financial Analyst	ATLANTA, GA	6	12	n/a	no
Boris Kuzmin	Chartered Financial Analyst	ATLANTA, GA	6	22	n/a	no
JONATHAN DAVID CHRISTIANSEN	Chartered Financial Analyst	ATLANTA, GA	6	27	n/a	no
DAVID ROBERT BOCKEL	Certified Financial Planner	ATLANTA, GA	3	26	2	no
DENISE-NOELLE CATHERINE HALLE'-LUNSWAY	n/a	ATLANTA, GA	3	10	n/a	no
Alan Karlis Lane	Certified Financial Planner	ATLANTA, GA	1	11	6	no
John Hannon Crawford	Chartered Financial Analyst	ATLANTA, GA	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CRAWFORD, DAVID, BENTLEY	PRESIDENT, PORTFOLIO MANAGER	C	yes	12/2007	Mar 31, 2026	Mar 31, 2026
CRAWFORD, JOHN, HANNON	CHIEF INVESTMENT OFFICER, DIRECTOR OF INVESTMENT, PORTFOLIO MANAGER	C	yes	12/2007	Mar 31, 2026	Mar 31, 2026
CRAWFORD, JOHN, HANNON	Founder	C	yes	09/1980	Mar 31, 2026	Mar 31, 2026
DHANDE, CASEY, KRIMMEL	CHIEF COMPLIANCE OFFICER	Na	yes	02/2016	Mar 31, 2026	Mar 31, 2026
KIMBALL, FRANCIS, STEVEN	CHIEF OPERATING OFFICER	Na	yes	03/2021	Mar 31, 2026	Mar 31, 2026
RIVERA, JOSE, ANTONIO	CHIEF FINANCIAL OFFICER	Na	yes	11/2021	Mar 31, 2026	Mar 31, 2026
CRAWFORD INVESTMENT COUNSEL,	EMPLOYEE STOCK OWNERSHIP	Na	no	12/2020	Mar 31, 2026	Mar 31, 2026
CRAWFORD INVESTMENT COUNSEL, INC EMPLOYEE STOCK OWNERSHIP PLAN	EMPLOYEE STOCK OWNERSHIP PROGRAM	Na	no	12/2020	Mar 31, 2022	Aug 23, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$9.1B	$9.1B	54	27	1	n/a	n/a
2024	Mar 28, 2025	$8.5B	$8.5B	52	27	0	n/a	n/a
2023	Mar 28, 2024	$7.7B	$7.7B	53	27	0	n/a	n/a
2022	Mar 30, 2023	$7.4B	$7.4B	53	29	0	n/a	n/a
2021	Mar 31, 2022	$7.9B	$7.9B	54	28	1	n/a	n/a
2020	Mar 31, 2021	$7.1B	$7.1B	53	28	2	n/a	n/a
2019	Mar 30, 2020	$6.8B	$6.7B	50	27	3	n/a	n/a
2018	Mar 29, 2019	$5.7B	$5.6B	48	27	2	n/a	n/a
2017	Mar 29, 2018	$5.9B	$5.9B	45	28	2	n/a	n/a
2016	Mar 31, 2017	$5.0B	$5.0B	42	27	n/a	n/a	n/a
2015	Mar 30, 2016	$4.1B	$4.1B	41	25	n/a	n/a	n/a
2014	Mar 30, 2015	$4.6B	$4.6B	41	18	n/a	n/a	n/a
2013	Mar 31, 2014	$4.4B	$4.3B	35	18	n/a	n/a	n/a
2012	Mar 23, 2013	$3.8B	$3.8B	34	15	n/a	n/a	n/a
2011	Mar 28, 2012	$3.4B	$3.3B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	4.5%	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$9.1B	$8.5B	7.6%	$7.4B	7.4%	54	52	1	0

Relationships

Registered with (30)

← John Hannon CrawfordAdvisorregistration: current employment
Apr 14, 2026 to presentfactForm ADV
← Alan Karlis LaneAdvisorregistration: current employment
Feb 14, 2025 to presentfactForm ADV
← DENISE-NOELLE CATHERINE HALLE'-LUNSWAYAdvisorregistration: current employment
Mar 1, 2023 to presentfactForm ADV
← DAVID ROBERT BOCKELAdvisorregistration: current employment
Oct 24, 2022 to presentfactForm ADV
← JONATHAN DAVID CHRISTIANSENAdvisorregistration: current employment
Oct 21, 2019 to presentfactForm ADV
← Boris KuzminAdvisorregistration: current employment
Oct 16, 2019 to presentfactForm ADV
← AARON RYAN FORESMANAdvisorregistration: current employment
Oct 15, 2019 to presentfactForm ADV
← Benjamin James BoydAdvisorregistration: current employment
Mar 11, 2019 to presentfactForm ADV
← Robert Harrison ReeceAdvisorregistration: current employment
Mar 2, 2017 to presentfactForm ADV
← Paul John MarshallAdvisorregistration: current employment
Nov 2, 2015 to presentfactForm ADV
← MOLLY ESCOTT KITTRELLAdvisorregistration: current employment
Aug 5, 2015 to presentfactForm ADV
← ALAN WILLARD KIRCHNERAdvisorregistration: current employment
Jul 13, 2015 to presentfactForm ADV
← RANDY WRIGHT PIRKLEAdvisorregistration: current employment
Dec 19, 2014 to presentfactForm ADV
← JOHN TIMOTHY SNAVELYAdvisorregistration: current employment
Jan 16, 2013 to presentfactForm ADV
← GEOFFREY STEWART DELONGAdvisorregistration: current employment
Jan 4, 2011 to presentfactForm ADV
← THOMAS JOHN BUEHLERAdvisorregistration: current employment
Jan 4, 2011 to presentfactForm ADV
← DEBRA ANN DISIMONEAdvisorregistration: current employment
May 16, 2007 to presentfactForm ADV
← JONATHAN ROSS MORGANAdvisorregistration: current employment
Mar 20, 2007 to presentfactForm ADV
← MILTON WELLS WILLIAMSAdvisorregistration: current employment
Apr 9, 2003 to presentfactForm ADV
← JOHN HANNON CRAWFORDAdvisorregistration: current employment
Apr 9, 2003 to presentfactForm ADV
← DAVID BENTLEY CRAWFORDAdvisorregistration: current employment
Apr 9, 2003 to presentfactForm ADV
← JOHN HANNON CRAWFORDAdvisorregistration: current employment
Apr 9, 2003 to presentfactForm ADV
← THOMAS MICHAEL DOWDAdvisorregistration: previous registration
Oct 23, 2020 to Mar 12, 2026factForm ADV
← TIMOTHY MICHAEL GORDONAdvisorregistration: previous registration
Apr 20, 2021 to Dec 18, 2024factForm ADV
← BRANDON MARSHALL DENIHANAdvisorregistration: previous registration
Apr 4, 2017 to Jan 10, 2024factForm ADV
← MARCUS VANN GRIFFINAdvisorregistration: previous registration
Dec 5, 2013 to Feb 3, 2021factForm ADV
← SHAWN JENNINGS MORANAdvisorregistration: previous registration
Sep 21, 2015 to May 21, 2020factForm ADV
← TROY GLENN DECASTROAdvisorregistration: previous registration
Jan 4, 2011 to Feb 19, 2019factForm ADV
← JOSEPH PARKER MITCHELLAdvisorregistration: previous registration
Oct 28, 2011 to Jul 2, 2013factForm ADV
← Christopher Shawn WilsonAdvisorregistration: previous registration
Dec 3, 2012 to May 14, 2013factForm ADV

Controls (5)

← CRAWFORD, JOHN, HANNONOwnerDIRECTOR OF INVESTMENT, PORTFOLIO MANAGER, ownership code C, individual
Mar 28, 2012 to Aug 23, 2024factForm ADV
← CRAWFORD, DAVID, BENTLEYOwnerPRESIDENT, PORTFOLIO MANAGER, ownership code C, individual
Mar 28, 2012 to Aug 23, 2024factForm ADV
← KIMBALL, FRANCIS, STEVENOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 31, 2021 to Aug 23, 2024factForm ADV
← RIVERA, JOSE, ANTONIOOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 28, 2024 to Aug 23, 2024factForm ADV
← DHANDE, CASEY, KRIMMELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 1, 2016 to Aug 23, 2024factForm ADV

Owns (1)

← CRAWFORD INVESTMENT COUNSEL, INC EMPLOYEE STOCK OWNERSHIP PLANOwnerEMPLOYEE STOCK OWNERSHIP PROGRAM, ownership code NA, domestic entity
Mar 31, 2022 to Aug 23, 2024factForm ADV

Dated events

Occurred
Mar 12, 2026
Advisor changed firm
Thomas Michael Dowd left Crawford Investment Counsel Inc for Bakeravenue (registered 2026-04-14)
Form ADVobserved 4 days ago
Occurred
Dec 18, 2024
Advisor changed firm
Timothy Michael Gordon left Crawford Investment Counsel Inc for Bakeravenue (registered 2025-01-10)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Control person joined
Antonio Jose Rivera (Chief Financial Officer) appeared on Schedule A of Crawford Investment Counsel Inc
Form ADVobserved 4 days ago
Occurred
Jan 10, 2024
Advisor changed firm
Brandon Marshall Denihan left Crawford Investment Counsel Inc for Lido (registered 2024-01-22)
Form ADVobserved 4 days ago
Occurred
Sep 14, 2021
Control person left
Elizabeth Mary Ferguson (Chief Financial Officer) no longer on Schedule A of Crawford Investment Counsel Inc (listed 2021-03-31, absent 2021-09-14)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person joined
Steven Francis Kimball (Chief Operating Officer) appeared on Schedule A of Crawford Investment Counsel Inc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:020bc5e1-7530-275b-6bb1-e7b7cfab79ad
First observed: Mar 28, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CRAWFORD INVESTMENT COUNSEL INC

CRD 110271

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:020bc5e1-7530-275b-6bb1-e7b7cfab79ad

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MILTON WELLS WILLIAMS

n/a

ATLANTA, GA

n/a

JOHN HANNON CRAWFORD

Chartered Financial Analyst

ATLANTA, GA

DAVID BENTLEY CRAWFORD

Chartered Financial Analyst

ATLANTA, GA

JOHN HANNON CRAWFORD

n/a

ATLANTA, GA

JONATHAN ROSS MORGAN

n/a

ATLANTA, GA

DEBRA ANN DISIMONE

n/a

ATLANTA, GA

n/a

GEOFFREY STEWART DELONG

Chartered Financial Analyst

ATLANTA, GA

n/a

THOMAS JOHN BUEHLER

Chartered Financial Analyst

ATLANTA, GA

n/a

JOHN TIMOTHY SNAVELY

Chartered Financial Analyst

ATLANTA, GA

RANDY WRIGHT PIRKLE

n/a

ATLANTA, GA

ALAN WILLARD KIRCHNER

n/a

PONTE VEDRA BEACH, FL | ATLANTA, GA

MOLLY ESCOTT KITTRELL

Certified Financial Planner

ATLANTA, GA

n/a

Paul John Marshall

Chartered Financial Analyst

ATLANTA, GA

n/a

Robert Harrison Reece

n/a

ATLANTA, GA

n/a

Benjamin James Boyd

Chartered Financial Analyst

ATLANTA, GA

n/a

AARON RYAN FORESMAN

Chartered Financial Analyst

ATLANTA, GA

n/a

Boris Kuzmin

Chartered Financial Analyst

ATLANTA, GA

n/a

JONATHAN DAVID CHRISTIANSEN

Chartered Financial Analyst

ATLANTA, GA

n/a

DAVID ROBERT BOCKEL

Certified Financial Planner

ATLANTA, GA

DENISE-NOELLE CATHERINE HALLE'-LUNSWAY

n/a

ATLANTA, GA

n/a

Alan Karlis Lane

Certified Financial Planner

ATLANTA, GA

John Hannon Crawford

Chartered Financial Analyst

ATLANTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRAWFORD, DAVID, BENTLEY

PRESIDENT, PORTFOLIO MANAGER

yes

12/2007

Mar 31, 2026

CRAWFORD, JOHN, HANNON

CHIEF INVESTMENT OFFICER, DIRECTOR OF INVESTMENT, PORTFOLIO MANAGER

yes

12/2007

Mar 31, 2026

CRAWFORD, JOHN, HANNON

Founder

yes

09/1980

Mar 31, 2026

DHANDE, CASEY, KRIMMEL

CHIEF COMPLIANCE OFFICER

yes

02/2016

Mar 31, 2026

KIMBALL, FRANCIS, STEVEN

CHIEF OPERATING OFFICER

yes

03/2021

Mar 31, 2026

RIVERA, JOSE, ANTONIO

CHIEF FINANCIAL OFFICER

yes

11/2021

Mar 31, 2026

CRAWFORD INVESTMENT COUNSEL,

EMPLOYEE STOCK OWNERSHIP

12/2020

Mar 31, 2026

CRAWFORD INVESTMENT COUNSEL, INC EMPLOYEE STOCK OWNERSHIP PLAN

EMPLOYEE STOCK OWNERSHIP PROGRAM

12/2020

Mar 31, 2022

Aug 23, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$9.1B

n/a

2024

Mar 28, 2025

$8.5B

n/a

2023

Mar 28, 2024

$7.7B

n/a

2022

Mar 30, 2023

$7.4B

n/a

2021

Mar 31, 2022

$7.9B

n/a

2020

Mar 31, 2021

$7.1B

n/a

2019

Mar 30, 2020

$6.8B

$6.7B

n/a

2018

Mar 29, 2019

$5.7B

$5.6B

n/a

2017

Mar 29, 2018

$5.9B

n/a

2016

Mar 31, 2017

$5.0B

n/a

2015

Mar 30, 2016

$4.1B

n/a

2014

Mar 30, 2015

$4.6B

n/a

2013

Mar 31, 2014

$4.4B

$4.3B

n/a

2012

Mar 23, 2013

$3.8B

n/a

2011

Mar 28, 2012

$3.4B

$3.3B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

4.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$9.1B

$8.5B

7.6%

$7.4B

7.4%